Schwab Target 2020 Fund

Frequently Asked Questions About SWCRX

What does SWCRX invest in?

This fund strives to achieve its financial objectives mainly by allocating capital to a blend of affiliated Schwab and Laudus investment products. It also has the discretion to invest in mutual funds managed by independent third-party entities. Collectively, these Schwab, Laudus, and external funds are referred to as the "underlying funds." The fund's investments in these underlying components are guided by its established target portfolio allocation.

What is the expense ratio of SWCRX?

Schwab Target 2020 Fund (SWCRX) charges an expense ratio of 0.28%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SWCRX?

Schwab Target 2020 Fund (SWCRX) manages $273.7M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is SWCRX actively managed or an index fund?

SWCRX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SWCRX launched?

Schwab Target 2020 Fund (SWCRX) launched in July 2005 and is managed by Schwab.

How has SWCRX performed?

SWCRX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.